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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,046 | $178,174+43.1% | $156,181+63.3% | $137,256+85.8% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 12.68% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,498 | $4,972-49.8% | $4,294-41.8% | $4,156-39.9% |
| Participant deferral / active EE | $9,831 | $6,888+42.7% | $6,132+60.3% | $6,407+53.4% |
| Admin fee / account holder | $6,411 | $17,404-63.2% | $14,586-56.0% | $12,270-47.8% |